Client Services Salary at Pmam BETA

Job Summary This is a full-time on-site role for a Client Services Associate in our Dallas, TX office. The Client Services Associate will be responsible for providing exceptional customer service and support to our clients. Job requirements include strong communication skills, eagerness to learn, self-starter, proactive, ability to work alone and as a team member, detail oriented, strong organizational skills, and a strong customer service mentality. The job responsibilities include execution of service requests, maintenance of portfolio data, client data management in CRM, preparation of custodian and internal paperwork, and an eagerness to go above and beyond. Qualifications The Client Service Associate typically requires: 3-5 years of experience in Financial Services Industry Bachelor’s degree from accredited college or university Proficiency with Microsoft Office Experience with Salesforce is a plus Experience with Orion Portfolio Solutions is a plus Excellent client service skills

Client Service Associate Boutique Wealth Management Firm Dallas, TX Overview Boutique RIA in Dallas, TX serving high net worth clientele seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in Client Services and Paraplanning. The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele. Highlights Serve as a primary lead for client onboarding and private wealth client services Provide an excellent client experience for high net worth clients Participate in the growth of a dynamic, independent RIA by servicing client needs, maintaining key relationships, and financial planning administration Strong culture of teamwork, work life balance and personal and professional development Competitive compensation package including benefits and bonuses Requirements Bachelor’s Degree 3+ years experience in Client Services and/or Paraplanning within Financial Services Track r

Client Service Recruiter – Join Our Growing Team! Unity Search is a boutique executive search firm based in North Dallas, serving clients and professionals across the state of Texas. We specialize in placing top-tier accounting, finance, tax, technology and HR professionals. As our firm continues to grow, we are looking to add a dynamic and motivated Recruiting Associate to our team. About the Role: As a Client Service Recruiter, you will play a critical role working with top-tier clients and professionals as you connect them. This position is a great opportunity for those with a strong client-service mindset and a passion for recruiting. Our firm provides comprehensive training and ongoing development to ensure your success. Key Responsibilities: Cultivate and maintain relationships with clients, industry leaders and highly skilled professionals. Partner with clients, from Fortune 500 companies to emerging firms, to understand their hiring needs. Source, assess, and present top talent

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are looking for a Client Service Supervisor who is responsible for overseeing a team dedicated to providing exceptional service both to internal and external clients within the branch. This position reports directly to the Branch Client Service Director and maintains a strong dotted-line relationship with the Branch Manager to ensure alignment with the Branch’s strategic goals and

Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected. We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We’re currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role. What you will do: Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successf

About the job Client Service Manager Job Title: Client Services Manager Job Code: 131 Job Location: Remote Opportunity Job Schedule: Monday through Friday Job Description: Client Service Manager (CSM) will support field service operations for our private and Public Safety customers in the States through customer service and support activities. This customer-facing role will report to the Northeast Regional Service Manager. The CSM will hold ranging responsibilities include but not limited to; oversight of installation, contract negotiation and warranty support, preventive maintenance, corrective maintenance, and oversight of infrastructure equipment. Pay: $28.00 - $37.00 Essential Functions: Employ their basic understanding of project management, system engineering, and customer facing skills Deliver quality service level agreement (SLA) compliance and create key performance indicator (KPI) support statistics Attain financial objectives Manage subcontractors to ensure obligations and h

Client Services Coordinator Job ID 191082 Posted 28-Oct-2024 Service line Advisory Segment Role type Full-time Areas of Interest Sales Support Location(s) Dallas - Texas - United States of America **Get ready for an exciting career with CBRE!** CBRE is the global leader in commercial real estate services. We have been ranked the industrys top brand by the Lipsey Company for 15 consecutive years and one of Fortunes Most Admired Companies in the sector four years running. Through our values of respect, integrity, service and excellence, we focus on crafting successful outcomes for our clients, employees and shareholders. We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation). **About the Role:** As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications material an

Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. How you'll make an impact The Client Service Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of client accounts within a Branch. This role directly contributes to key business outcomes such as revenue growth, client retention, client satisfaction